Audience

Businesses seeking an investment management solution

About Fundamental Portfolio Manager

The Fundamental Portfolio Manager (FPM) is an innovative end-to-end Investment Management solution that utilises modern technology to provide a functionally rich and versatile platform that supports the Front, Middle and Back Office requirements of fund managers, wealth managers, unit trusts, mutual funds, hedge funds, multi-managers and pension funds. Our clients include many of Southern Africa’s leading Investment companies with assets under management exceeding R1 trillion. FPM is the most technologically advanced end-to-end investment management platform in the market. Our ability to constantly adapt and improve FPM to keep it in line with the latest available international technology has ensured our on-going success in a dynamic and challenging market.

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Integrations

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Ratings/Reviews

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Company Information

Fundamental Software
Founded: 2003
South Africa
www.fundamental.net/products/

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Product Details

Platforms Supported
Cloud
Training
Live Online
Support
Phone Support
Online

Fundamental Portfolio Manager Frequently Asked Questions

Q: What kinds of users and organization types does Fundamental Portfolio Manager work with?
Q: What languages does Fundamental Portfolio Manager support in their product?
Q: What kind of support options does Fundamental Portfolio Manager offer?
Q: What type of training does Fundamental Portfolio Manager provide?

Fundamental Portfolio Manager Product Features

Hedge Fund

Portfolio Analysis
Partnership Accounting
Contact Management
Investor Accounting
Compliance Management
Investor Reporting
Portfolio Management
P&L Calculation
Performance Analysis

Investment Management

Payroll & Commissions
Performance Metrics
Portfolio Management
Client Management
Commodities
Risk Management
Benchmarking
Fund Management
Accounting Management
Data Import / Export
Bonds / Stocks
Modeling & Simulation
For Investment Advisors
For Investors & Traders
Compliance Reporting

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management